Set Up New Transaction Rate Sheets Quickly
Updated
by
Cheryl Wallace
To quickly set up a new transaction rate sheet or to update rates for multiple part numbers, leverage the features to export and import rate sheets.
- Create the new rate sheet, setting the parameters and adding parts.
- Save the new rate sheet.
- Click
on the leftmost side of the toolbar at the top right to export this rate sheet to Excel with the filename of the rate sheet name followed with today's date and time. Save the file to a location you can easily find. This spreadsheet is in the same format at the Transaction Rate Sheet import template. - Edit the file. Enter values for all the applicable columns. Save the file.
- Import this file with the new rates.
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